Broker Check

171 Belle Forest Circle
Suite B
Nashville, TN 37221



(615) 662-2808

Jennifer Winchell, CPA, CFP ®

Jennifer Winchell, CPA, CFP ®

Managing Principal

Jennifer joined the firm in 2001. Initially graduating from Nashville State Community College with an Associate’s Degree in Computer Accounting, she built on her love for the accounting field with a Bachelor’s degree from Belmont University and a Masters of Accountancy degree from Shorter University.

Jennifer is our firm's managing principal.  Her knowledge really shines though in helping small businesses navigate through bookkeeping, payroll and tax compliance issues. She has worked with clients in many industries, including retail, medical and construction.

Her professional designations include CPA (Certified Public Accountant) and CFP® (Certified Financial Planner). Jennifer is a registered representative with Avantax holding her Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law Exam) licenses, allowing her to offer investment services to residents in Tennessee.  She is also the firm's Intuit Certified QuickBooks ProAdvisor.

She is a member of the Bellevue Harpeth Chamber of Commerce,  for which she has served three terms on the Executive Board as Treasurer and one term as the Budget and Finance Committee Chair.  Her professional memberships include the Association of International Certified Professional Accountants (AICPA), Financial Planning Association of Middle Tennessee and the Tennessee Society of Certified Public Accountants.

Jennifer is committed to building a family-like atmosphere for both staff and clients alike.